CAREER CENTER JOB SEEKER USER MANUAL

Version 1 – Updated 11 February 2019

CFA Institute Career Center Job Seeker User Manual 2

CAREER CENTER JOB SEEKER USER MANUAL

Table of Contents

Log into Account Page 3 Manage Your Profile Page 4

Search for Jobs Page 8

Save Jobs to Shortlist Page 11

Create Job Alerts Page 12

CFA Institute Career Center Job Seeker User Manual 3

Log into Account 1. Access the Career Center at https://careers.cfainstitute.org/ 2. Select the Sign In link.

3. Enter your CFA Institute credentials click Log In. (Note: Your CFA Institute credentials are the username and password you use for the CFA Institute website.)

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Manage your Profile

Create your Profile 1. Click the dropdown arrow by your name in the upper right-hand corner and select Your profile. (Note: You can

access your profile and make edits to it at any time using this link.)

3. Upload your resume from your computer or from cloud storage. Employers use the Career Center to search for

candidates for their open positions. If you would like your profile to be visible select Yes; if not, select No. (Note: You can exclude specific employers by typing the employer name into the field provided. If they have an account, the employer name will autofill.) Click Save when finished.

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4. Enter your professional details in the fields provided. (Note: Red dots indicate required fields.)

JOB FUNCTIONS LIST • Academics • Accounting/Audit/Tax • Actuarial Services • Banking • Brokerage • C-Suite Level

Management • Commodities • Compliance/Regulatory • Corporate Finance • Credit Analysis • Economics • Equities Research: Buy

Side • Equities Research: Sell

Side • ESG/Socially

Responsible Research • Fixed Income Research:

Buy Side • Fixed Income Research:

Sell Side • Foreign Currency • Hedge Funds • Institutional Sales • Insurance • Investment

Advisor/Consultant • Islamic Finance • Management Consulting • Multimanager Strategies • Marketing and Public

Relations • Operations • Performance Analysis • Portfolio Management:

Alternatives • Portfolio Management:

Equities • Portfolio Management:

Fixed Income • Portfolio Management:

Multi-Asset • Private Equity/Venture

Capital • Relationship

Management • Risk Management • Structured Products • Trading • Wealth Management • Wholesale Sales • Other

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5. Review and agree to our Terms and conditions and Privacy policy by checking the box. Click the Save changes button when done.

Delete Account 1. Click the dropdown arrow next to your name and select the Your profile dropdown option.

2. Select the Delete profile link.

3. Click the Delete button in popup screen that opens.

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4. Navigate to the inbox associated with your account. Click the link in the body of the email. (Note: Check your spam or junk mailboxes if you do not see the email in your regular mailbox. The sender is CFA Institute Career Center <info@careers-email.cfainstitute.org>.)

5. You will be directed to a confirmation page.

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Search for Jobs 1. Click Find a Job in the top navigation bar. You can also Browse jobs by Job Function in the section on the

Home page(A).

A.

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2. The view on the Find a Job page defaults to global jobs. Use the left navigation bar to Browse or Search by a variety of criteria.

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4. Click the job title to review the full details of a job posting.

5. On the job posting, you can click the link to Send the job to your email, Save the job to your shortlist, or Apply for the position. You may be redirected to the company’s application portal for some positions. Most of the time, you can apply instantly by entering information in the required fields then clicking the Send application button (A).

A.

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Save Jobs to Shortlist 1. Jobs of interest can be saved to a shortlist by clicking the Save link on each job posting. (Note: The star will turn

blue when saved.)

2. Access your shortlist by clicking the dropdown arrow next to your name. Select the Your jobs dropdown option.

3. Click Shortlist to view and manage your saved jobs.

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Create Job Alerts Job alerts are daily emails notifying you of jobs that meet specified criteria you select.

1. From the Home page, click the Job Alerts link in the top navigation bar.

2. Enter details for the type of jobs you would like to receive alerts for. More search criteria are available under the

More options dropdown (A). Click the Email me jobs like this button when finished.

JOB FUNCTIONS LIST • Academics • Accounting/Audit/Tax • Actuarial Services • Banking • Brokerage • C-Suite Level

Management • Commodities • Compliance/Regulatory • Corporate Finance • Credit Analysis • Economics • Equities Research: Buy

Side • Equities Research: Sell

Side • ESG/Socially

Responsible Research • Fixed Income Research:

Buy Side • Fixed Income Research:

Sell Side • Foreign Currency • Hedge Funds • Institutional Sales • Insurance • Investment

Advisor/Consultant • Islamic Finance • Management Consulting • Multimanager Strategies • Marketing and Public

Relations • Operations • Performance Analysis • Portfolio Management:

Alternatives • Portfolio Management:

Equities • Portfolio Management:

Fixed Income • Portfolio Management:

Multi-Asset • Private Equity/Venture

Capital • Relationship

Management • Risk Management • Structured Products • Trading • Wealth Management • Wholesale Sales • Other

INDUSTRY SECTOR LIST • Academic Institution,

Test Prep • Accounting/Audit Firm • Asset Management • Asset Owner • Brokerage • Business or Knowledge

Process Outsourcing (BPO/KPO)

• Centre of Excellence • Central Bank, Regulator • Commercial Bank,

Credit Union, Private Bank, Savings & Loan,

• Consulting Firm • Construction / Real

Estate • Credit Rating

Agency/Bureau • Government • Fintech/Insurtech • Information Technology,

Software • Insurance • Investment Bank • Manufacturing • Non-Banking Financial

Institution (Consumer finance, Leasing, factoring, etc.)

• Private Wealth Management Firm

• Securities Exchange • Utilities (e.g., Oil & Gas,

Energy)

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A.

3. You will see the details of your alert on the confirmation screen.

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4. Job alerts are managed in the Your jobs section of your account. Click the dropdown arrow next to your name then select the Your jobs dropdown option to access.

5. Click Job alerts. Here you can Preview, Edit, Delete, or Create a job alert.